Kenneth Johnson Sr. is a financial advisor at Ignite Planners LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at StoneX Securities Inc. Johnson is also president of a family-owned industrial sales business and serves as a Bible class teacher and pulpit minister at Aldridge Grove Church of Christ. Additionally, he holds board member roles with The Enrichment Center, International Motorsports Hall of Fame, and the Industrial Development Board of Lawrence County, Alabama, and advocates against gambling legislation in the Alabama legislature. Ignite Planners serves a diverse client base including individuals, high-net-worth investors, trusts, retirement plans, sovereign wealth funds, and accredited investors. The firm offers discretionary asset management, financial planning, and consulting services, employing a volatility-responsive VEGA strategy with a portfolio mix of public and private investments tailored to client objectives and risk tolerances.

Michael Jones is a financial advisor at Verus Capital Partners, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including LifeCourse Capital, Inc. and Next Financial Group Inc. Outside of his advisory role, he is also a notary public in Madison, Alabama. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combined fundamental and technical analysis approach with strategic asset allocation and offers customized portfolios aligned with clients’ objectives and risk tolerance.

Stephen Williams is a financial advisor with Verus Capital Partners, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at NEXT Financial Group, Inc. and Life Course Capital Inc. Outside of his advisory role, he owns Abundance Building Concepts LLC, a non-investment-related business. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm offers discretionary asset management, financial planning, and consulting, using a combination of fundamental and technical analysis with strategic asset allocation tailored to client objectives and risk tolerance.

Trevor Kurzhal is a financial advisor at Lanark Financial, Inc. with five years of industry experience and holds a Series 66 designation. Prior to his advisory career, he worked at The University of North Alabama and has been involved with Grace Life Church of the Shoals since 2015. Outside of finance, he works in audio production, mixing, and mastering music for local artists and also handles media production and editing for church-related ministries. Lanark Financial provides investment management, financial planning, and advisory services to a range of clients including individuals, retirement plans, trusts, and institutional entities. The firm manages approximately $1.78 billion in client assets and offers both discretionary and non-discretionary advisory arrangements across multiple advisor teams.

Dustin Haraway is a CFP® professional with eight years of industry experience, currently affiliated with Balefire, LLC. His prior roles include positions at Integrity Alliance, Lion Street Financial, and Raymond James Financial Services Advisors, among others. Outside of financial advising, he operated the Haraway Lawn Care Company for two years. Balefire, LLC is a multi-team SEC-registered investment adviser serving individual investors, retirement plans, trusts, charities, and business entities. The firm employs a core-and-tactical investment strategy supported by an Investment Committee and offers discretionary portfolio management along with comprehensive financial planning.

Todd Kurzhal is a financial advisor at Lanark Financial, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has been with NBC Securities, Inc. since 2002. Lanark Financial provides investment management, financial planning, and related advisory services to individuals, retirement plans, trusts, foundations, municipalities, and other institutional clients. The firm manages approximately $1.78 billion in assets across multiple advisor teams and offers program-based accounts with both discretionary and non-discretionary arrangements.

David Wyrick is a financial advisor with First Advisors National, LLC, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked as an independent contractor for Cornerstone Senior Services since 2006, providing financial services primarily related to long-term care, insurance, and annuities. First Advisors National manages discretionary assets for individual clients, including high-net-worth households, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm’s investment approach focuses on selecting and monitoring third-party money managers combined with tactical and strategic allocations, supplemented by fundamental analysis of individual securities.

Benjamin Williams is a financial advisor with Verus Capital Partners, LLC, holding a Series 66 license and one year of industry experience. Prior to joining Verus Capital Partners in 2025, he was affiliated briefly with LPL Financial and LifeCourse Capital, Inc., among others. Outside of advising, he works as a Medicare insurance agent. Verus Capital Partners is a fee-based investment advisory firm serving individuals, trusts, pension plans, and estates. The firm uses a combination of fundamental and technical analysis to construct customized portfolios and employs tactical adjustments and selective hedging tailored to clients’ specific time horizons, risk tolerances, and tax situations.

James Newton is a financial advisor at Portfolio Medics, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Barlas O'Reilly Wealth Management, Plan Partners LLC, and Eqis Capital Management, Inc. Outside of his advisory role, he owns and operates Newton Institutional, where he transacts insurance products, and PayLink IRA, which provides payroll and IRA services. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for about 3,700 clients with a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering investment management, financial planning, and consulting services through a blend of strategic and tactical approaches.

Tyler Sherwood is a financial advisor with First Command Advisory Services in Fort Worth, TX. He holds a Series 66 designation and joined the firm in 2025 after serving 21 years in the United States Air Force. Outside of advising, he works as a Business Development Manager for The Blue Collar Recruiter and Virtual Trade School, where he connects local businesses with recruiting services. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team and Wealth Portfolio Managers to manage model portfolios and third-party managers.

Sean Fisher is a Series 66-licensed financial advisor at First Command Advisory Services with one year of industry experience. Prior to joining the firm, he served multiple terms in the United States Army and worked at T2S Solutions. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Marty Mcguire is a financial advisor at NewEdge Advisors with four years of industry experience. He holds Series 65 and Series 63 licenses and has worked at NewEdge Advisors since 2025, with prior experience at COUNTRY FINANCIAL beginning in 2015. Mcguire is also a licensed insurance agent and may offer insurance products alongside his advisory services. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent advisers. The firm provides a broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support client needs.

James Hyde is a financial advisor with PNC Wealth Management in Madison, AL, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at BBVA Compass and BBVA Securities, where he worked for nearly two decades before joining PNC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation that uses algorithmic questionnaires to guide investment strategies implemented via mutual funds and ETFs.

Mark Arn is a Series 66 registered financial advisor with First Command Advisory Services in Huntsville, AL, with two years of industry experience. Prior to joining First Command, he worked at Sigmatech Incorporated and operated his own advisory practice. First Command Advisory Services serves individuals, corporate, and charitable clients with a focus on active-duty service members and their families. The firm provides financial planning and various wrap-fee asset management programs, employing a centralized Investment Management Team that selects and manages model portfolios and third-party managers for client accounts.

William Wyker is a financial advisor with PNC Wealth Management in Athens, Alabama, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Raymond James & Associates, Inc. and The Agency on Pine. PNC Wealth Management offers retail brokerage and advisory services, including an invitation-only, model-based digital portfolio program for employees that uses algorithmic risk assessment and invests through mutual funds and ETFs with annual rebalancing.

Tasha Webie is a financial advisor with Principal Financial Services, holding the CFP® designation and Series 63 and 66 licenses, with 16 years of industry experience. Her prior roles include positions at UBS Financial Services, American Portfolios, Bank of America, Merrill, and Equitable Advisors. Outside of financial services, she operated an e-commerce business for two years. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel overseas. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs, with investment implementation typically managed on a discretionary basis by these managers.

Lee Donaldson is a financial advisor at Edward Jones with six years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Edward Jones in 2019, he served at the US Navy Air War College from 2015 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs and investment strategies, operating under a fiduciary standard.

Paul Morris is a financial advisor with Wells Fargo Advisors in Decatur, AL, holding a Series 66 designation and 15 years of industry experience. His career includes multiple roles within Wells Fargo-affiliated entities since 2010 and a brief tenure at Merrill in 2021. He also owns Paul D Morris Wealth Management Inc., an investment-related business based in Florence, AL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients meeting certain net-worth thresholds, utilizing proprietary research and planning tools to develop customized recommendations.

Shanna Pendergrast is a financial advisor at Cetera with 17 years of industry experience. She holds Series 63, Series 65, and Series 66 designations and has worked at Edward Jones, Coldwell Banker Pinnacle Properties, and Crye-Leike Realty. She currently serves clients from Madison, AL, and has been with Cetera since 2021. Cetera Investment Advisers LLC is an SEC-registered firm providing a multi-manager platform that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through various portfolio management and financial planning services. The firm supports a large network of independent advisors and offers a range of discretionary and non-discretionary investment programs.

Thomas Mccleskey is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has worked previously at Securities America, Fidelity Investments, and Keel Point LLC. His background also includes roles in education and finance at the University of Alabama and Redstone Federal Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from LPL Research, third-party subadvisors, and TAMP sponsors.